Financial Advocates Investment Management’s BCE BCE Stock Holding History

Financial Advocates Investment Management’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,097	Closed	-$247K	–	761
2024 Q3	$247K	Sell	7,097 -27	-0.4%	-$922	0.01%	659
2024 Q2	$231K	Sell	7,124 -631	-8%	-$21K	0.01%	640
2024 Q1	$264K	Sell	7,755 -2,165	-22%	-$82.4K	0.02%	632
2023 Q4	$391K	Buy	9,920 +345	+4%	+$13.4K	0.03%	478
2023 Q3	$365K	Sell	9,575 -124	-1%	-$5.21K	0.03%	481
2023 Q2	$442K	Buy	9,699 +644	+7%	+$30K	0.03%	433
2023 Q1	$406K	Sell	9,055 -1,016	-10%	-$45.9K	0.03%	472
2022 Q4	$443K	Sell	10,071 -26,931	-73%	-$1.21M	0.03%	471
2022 Q3	$1.02M	Buy	37,002 +28,041	+313%	+$1.36M	0.08%	250
2022 Q2	$441K	Buy	8,961 +3,334	+59%	+$179K	0.04%	420
2022 Q1	$312K	Buy	5,627 +1,859	+49%	+$98.6K	0.02%	563
2021 Q4	$314K	Sell	3,768 -391	-9%	-$20K	0.02%	622
2021 Q3	$208K	Buy	+4,159	New	+$210K	0.01%	696

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Financial Advocates Investment Management's BCE Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of BCE (BCE) in Q4 2024, closing a stake of 7,097 shares — an estimated $247K sold.

Financial Advocates Investment Management first reported a position in BCE in Q3 2021 and held it in 13 quarters. The position peaked at $1.02M in Q3 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Financial Advocates Investment Management reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 7,097 BCE shares in Q4 2024, an estimated $247K.
Financial Advocates Investment Management first reported a position in BCE in Q3 2021 and held it in 13 quarters.
Financial Advocates Investment Management's BCE position peaked at $1.02M in Q3 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.